0001819919-21-000005.txt : 20210721 0001819919-21-000005.hdr.sgml : 20210721 20210721143704 ACCESSION NUMBER: 0001819919-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210721 DATE AS OF CHANGE: 20210721 EFFECTIVENESS DATE: 20210721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RIDGECREST WEALTH PARTNERS, LLC CENTRAL INDEX KEY: 0001860719 IRS NUMBER: 854374755 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21260 FILM NUMBER: 211104315 BUSINESS ADDRESS: STREET 1: 516 SUMMIT AVENUE CITY: MILL VALLEY STATE: CA ZIP: 94941 BUSINESS PHONE: 415-227-2881 MAIL ADDRESS: STREET 1: 35 MILLER AVENUE STREET 2: #26 CITY: MILL VALLEY STATE: CA ZIP: 94941 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001860719 XXXXXXXX 06-30-2021 06-30-2021 RIDGECREST WEALTH PARTNERS, LLC

35 MILLER AVENUE #26 MILL VALLEY CA 94941

13F HOLDINGS REPORT 028-21260 N MICHELLE ELDRIDGE 971-371-3446 MICHELLE ELDRIDGE PORTLAND OR 07-21-2021 0 109 160104 false INFORMATION TABLE 2 ridgecrestwealth_13f_q22021.xml APPLE INC COM 037833100 12218 89211 SH SOLE 0 0 89211 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11076 134815 SH SOLE 0 0 134815 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6843 82732 SH SOLE 0 0 82732 SPDR SER TR SPDR BLOOMBERG 78468R663 5724 62578 SH SOLE 0 0 62578 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 5611 110576 SH SOLE 0 0 110576 ISHARES TR CORE S&P500 ETF 464287200 5584 12989 SH SOLE 0 0 12989 ALPHABET INC CAP STK CL A 02079K305 5465 2238 SH SOLE 0 0 2238 S&P GLOBAL INC COM 78409V104 5336 13000 SH SOLE 0 0 13000 BRUNSWICK CORP COM 117043109 4794 48120 SH SOLE 0 0 48120 ISHARES TR CORE S&P TTL STK 464287150 4355 44097 SH SOLE 0 0 44097 CHEVRON CORP NEW COM 166764100 4244 40520 SH SOLE 0 0 40520 ISHARES TR CORE 1 5 YR USD 46432F859 4193 81755 SH SOLE 0 0 81755 ISHARES TR ISHS 1-5YR INVS 464288646 3703 67569 SH SOLE 0 0 67569 PROCTER AND GAMBLE CO COM 742718109 3561 26390 SH SOLE 0 0 26390 MICROSOFT CORP COM 594918104 3262 12040 SH SOLE 0 0 12040 ALPHABET INC CAP STK CL C 02079K107 3181 1269 SH SOLE 0 0 1269 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 2840 28365 SH SOLE 0 0 28365 PFIZER INC COM 717081103 2492 63639 SH SOLE 0 0 63639 NVIDIA CORPORATION COM 67066G104 2414 3017 SH SOLE 0 0 3017 FRANKLIN ETF TR LIBERTY SHRT ETF 353506108 2303 24262 SH SOLE 0 0 24262 ISHARES TR TIPS BD ETF 464287176 2154 16826 SH SOLE 0 0 16826 ISHARES TR SHRT NAT MUN ETF 464288158 2091 19393 SH SOLE 0 0 19393 TESLA INC COM 88160R101 1955 2877 SH SOLE 0 0 2877 SPDR S&P 500 ETF TR TR UNIT 78462F103 1793 4189 SH SOLE 0 0 4189 JOHNSON & JOHNSON COM 478160104 1775 10776 SH SOLE 0 0 10776 VERIZON COMMUNICATIONS INC COM 92343V104 1697 30286 SH SOLE 0 0 30286 ISHARES TR CORE DIV GRWTH 46434V621 1633 32433 SH SOLE 0 0 32433 INTERNATIONAL BUSINESS MACHS COM 459200101 1622 11062 SH SOLE 0 0 11062 MERCK & CO INC COM 58933Y105 1576 20266 SH SOLE 0 0 20266 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1495 3799 SH SOLE 0 0 3799 ISHARES TR CORE HIGH DV ETF 46429B663 1411 14617 SH SOLE 0 0 14617 COCA COLA CO COM 191216100 1385 25593 SH SOLE 0 0 25593 ISHARES TR BLACKROCK ULTRA 46434V878 1354 26800 SH SOLE 0 0 26800 UNION PAC CORP COM 907818108 1221 5551 SH SOLE 0 0 5551 ABBVIE INC COM 00287Y109 1204 10690 SH SOLE 0 0 10690 JPMORGAN CHASE & CO COM 46625H100 1181 7594 SH SOLE 0 0 7594 ISHARES TR CORE US AGGBD ET 464287226 1167 10116 SH SOLE 0 0 10116 STARBUCKS CORP COM 855244109 1145 10245 SH SOLE 0 0 10245 NORFOLK SOUTHN CORP COM 655844108 1078 4060 SH SOLE 0 0 4060 ABBOTT LABS COM 002824100 1072 9243 SH SOLE 0 0 9243 COUPA SOFTWARE INC COM 22266L106 1009 3850 SH SOLE 0 0 3850 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1007 16400 SH SOLE 0 0 16400 DISNEY WALT CO COM 254687106 973 5537 SH SOLE 0 0 5537 AT&T INC COM 00206R102 966 33571 SH SOLE 0 0 33571 EXXON MOBIL CORP COM 30231G102 941 14912 SH SOLE 0 0 14912 CISCO SYS INC COM 17275R102 917 17311 SH SOLE 0 0 17311 INTEL CORP COM 458140100 869 15483 SH SOLE 0 0 15483 PGIM ETF TR ULTRA SHORT 69344A107 866 17404 SH SOLE 0 0 17404 SALESFORCE COM INC COM 79466L302 826 3380 SH SOLE 0 0 3380 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 800 15263 SH SOLE 0 0 15263 SUNRUN INC COM 86771W105 799 14328 SH SOLE 0 0 14328 HOME DEPOT INC COM 437076102 792 2485 SH SOLE 0 0 2485 ISHARES TR USD INV GRDE ETF 464288620 653 10785 SH SOLE 0 0 10785 AMAZON COM INC COM 023135106 609 177 SH SOLE 0 0 177 INVESCO QQQ TR UNIT SER 1 46090E103 605 1706 SH SOLE 0 0 1706 SPDR SER TR PORTFOLIO SH TSR 78468R101 597 19500 SH SOLE 0 0 19500 BRISTOL-MYERS SQUIBB CO COM 110122108 596 8923 SH SOLE 0 0 8923 CLOROX CO DEL COM 189054109 594 3300 SH SOLE 0 0 3300 ADOBE SYSTEMS INCORPORATED COM 00724F101 586 1000 SH SOLE 0 0 1000 FACEBOOK INC CL A 30303M102 558 1606 SH SOLE 0 0 1606 HONEYWELL INTL INC COM 438516106 526 2397 SH SOLE 0 0 2397 AMGEN INC COM 031162100 519 2129 SH SOLE 0 0 2129 VANGUARD INDEX FDS TOTAL STK MKT 922908769 519 2330 SH SOLE 0 0 2330 ISHARES TR 0-5YR INVT GR CP 46434V100 500 9647 SH SOLE 0 0 9647 ORACLE CORP COM 68389X105 493 6338 SH SOLE 0 0 6338 3M CO COM 88579Y101 474 2385 SH SOLE 0 0 2385 PEPSICO INC COM 713448108 451 3044 SH SOLE 0 0 3044 GILEAD SCIENCES INC COM 375558103 451 6555 SH SOLE 0 0 6555 ISHARES TR MSCI USA MIN VOL 46429B697 424 5766 SH SOLE 0 0 5766 WELLS FARGO CO NEW COM 949746101 421 9302 SH SOLE 0 0 9302 WALMART INC COM 931142103 409 2897 SH SOLE 0 0 2897 SCHWAB CHARLES CORP COM 808513105 401 5508 SH SOLE 0 0 5508 COMCAST CORP NEW CL A 20030N101 384 6740 SH SOLE 0 0 6740 NEXTERA ENERGY INC COM 65339F101 384 5240 SH SOLE 0 0 5240 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 375 3583 SH SOLE 0 0 3583 UNITED PARCEL SERVICE INC CL B 911312106 367 1763 SH SOLE 0 0 1763 MCDONALDS CORP COM 580135101 360 1559 SH SOLE 0 0 1559 NETFLIX INC COM 64110L106 360 681 SH SOLE 0 0 681 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 359 1040 SH SOLE 0 0 1040 SPDR SER TR S&P DIVID ETF 78464A763 356 2914 SH SOLE 0 0 2914 BK OF AMERICA CORP COM 060505104 354 8586 SH SOLE 0 0 8586 BROWN FORMAN CORP CL B 115637209 339 4530 SH SOLE 0 0 4530 UNITEDHEALTH GROUP INC COM 91324P102 332 830 SH SOLE 0 0 830 PUBLIC STORAGE COM 74460D109 327 1086 SH SOLE 0 0 1086 BAXTER INTL INC COM 071813109 308 3826 SH SOLE 0 0 3826 FORTUNE BRANDS HOME & SEC IN COM 34964C106 302 3028 SH SOLE 0 0 3028 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 294 4650 SH SOLE 0 0 4650 ANTHEM INC COM 036752103 292 765 SH SOLE 0 0 765 LABORATORY CORP AMER HLDGS COM NEW 50540R409 279 1010 SH SOLE 0 0 1010 ARK ETF TR GENOMIC REV ETF 00214Q302 278 3000 SH SOLE 0 0 3000 KIMBERLY-CLARK CORP COM 494368103 271 2025 SH SOLE 0 0 2025 TRAVELERS COMPANIES INC COM 89417E109 268 1791 SH SOLE 0 0 1791 CATERPILLAR INC COM 149123101 267 1227 SH SOLE 0 0 1227 ISHARES TR CORE S&P US VLU 464287663 266 3700 SH SOLE 0 0 3700 BLACKSTONE GROUP INC COM 09260D107 248 2550 SH SOLE 0 0 2550 TEXAS INSTRS INC COM 882508104 244 1270 SH SOLE 0 0 1270 QUALCOMM INC COM 747525103 222 1555 SH SOLE 0 0 1555 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 292102209 220 21045 SH SOLE 0 0 21045 XYLEM INC COM 98419M100 218 1820 SH SOLE 0 0 1820 LOCKHEED MARTIN CORP COM 539830109 215 569 SH SOLE 0 0 569 FORD MTR CO DEL COM 345370860 215 14500 SH SOLE 0 0 14500 COSTCO WHSL CORP NEW COM 22160K105 214 542 SH SOLE 0 0 542 WASTE MGMT INC DEL COM 94106L109 210 1500 SH SOLE 0 0 1500 MONDELEZ INTL INC CL A 609207105 200 3199 SH SOLE 0 0 3199 SENSEONICS HLDGS INC COM 81727U105 192 50000 SH SOLE 0 0 50000 EMPIRE ST RLTY TR INC CL A 292104106 134 11180 SH SOLE 0 0 11180 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 66 10000 SH SOLE 0 0 10000 AILERON THERAPEUTICS INC COM 00887A105 13 10000 SH SOLE 0 0 10000 T2 BIOSYSTEMS INC COM 89853L104 12 10000 SH SOLE 0 0 10000